Skip to main content

Holly Nabiey

Estate planning Attorney at Anaheim, CA

5.0   15 reviews

also known as Holly Nabiey, JD

  • Licensed for 12 years
    State CA
    Acquired 2011
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Holly

Learn Holly’s areas of practice.

3
Practice areas
  1. Estate planning
    34%
    Creation of powers of attorney for financial management in the event of incapacity; creation of medical powers of attorney for medical decision making; planning for the transfer of assets to loved ones upon death; planning for children and other beneficiaries with special needs; planning for Medi-Cal eligibility for long term nursing care while avoiding estate recovery by the State; planning for business succession; planning for the most tax effective way to transfer retirement plans to children

    14 years, 1,500 cases

  2. Trusts
    33%
    Creation and administration of various revocable and irrevocable trusts to serve the following purposes: probate avoidance, creditor protection, generational wealth transfer, spendthrift and special needs protection, blended family protection, remarriage protection and incapacity planning.

    14 years, 1,500 cases

  3. Wills and living wills
    33%
    Primarily the Creation and Administration of Pour Over Wills used in conjunction with a Living trust to ensure funding of the trust and probate avoidance.

    14 years, 1,500 cases

I'm an estate planning attorney experienced in living trusts, generational wealth planning, trust administration and asset protection at a boutique, but predominant, estate planning law firm in Orange County, California, which has proudly established over 9,000 trusts.

I focus on the creation and administration of trusts to achieve a variety of client goals, including probate avoidance, family wealth preservation, government benefit eligibility and planning, and the reduction or elimination of estate, gift and other tax consequences. I have worked on nearly one thousand trust projects involving both standard revocable living trusts and irrevocable trusts (e.g. Dynasty Trusts, Multi-Generational Trusts, Intentionally Defective Grantor Trusts (IDGTs), Qualified Personal Residence Trusts (QPRTs), Irrevocable Life Insurance Trusts (ILITs), Medi-Cal trusts, Individual Retirement Account [IRA] Beneficiary Trusts, Special Needs Trusts, etc.). 

My approach to estate planning is entirely client-centric. I focus on building genuine relationships with my clients; positive relationships in turn leads to more effective communication and allows for otherwise hidden issues to be discovered and addressed. The estate plan is often more thorough and successful because of it.

Most importantly, I love what I do and feel blessed to be able to help individuals in the way that I can.

 

Photos and videos

2013 Estate Planning Seminar - "Estate Planning Basics"

Location

James F. Roberts & Associates, APC
3061 E. La Palma Avenue
Anaheim, CA, 92806

Estate Planning lawyers nearby

Reviews

5.0 / 5.0
  15 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by anonymous | June 13, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Living Trust & Will
Holly took care of all the details down to the t. She did an excellent job of explaining all the details and the next steps in the process to get what we needed. Any follow-up questions we had she answered immediately. Pros: Thorough, professional, responsive, and polite. Cons: Nothing.
Posted by Neda | June 2, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Trustworthy and Knowledgable
Holly is a very experienced and trustworthy attorney. Her skills and professional knowledge were just a few qualities that really made a difference in planning such a serious matter for me and my family. I know that planning living trusts, wills, etc are a very serious and scary thing to account for in a person's lifetime and from the moment we hired Holly, she made us feel comfortable, and feel at peace through out our entire process. It is so important to find someone you can trust and rely on to get the job done efficiently. Holly made efforts to really create that space for us to understand the entire process from beginning to end with patience and grace. I highly recommend that you hire Holly for any of your personal needs as she will really do her job to make sure everything gets done.
Read less
Posted by Cameron | June 1, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Estate planning made easy
Mrs. Nabiey made the daunting task of establishing my living trust not only comfortable, but very easy to understand. She is extremely professional in demeanor and legal knowledge, but never overwhelming with legal jargon or confusing direction. I will continue to recommend Holly and her firm to anyone in need of any estate planning help. Thanks again, Holly!
Read less
Posted by Amid | February 13, 2017
This review is from a person who hired this attorney.
| Hired Attorney
A True Professional
Holly is a very knowledgeable and personable estate planning lawyer. It is clear that she cares for her clients and goes to great lengths to provide outstanding service and work product. I refer all my estate planning referrals to Holly because I know they will be in good hands.
Posted by anonymous | February 13, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Knowledgably, Experienced Professional
Holly is an experienced professional. She made the process of creating a living trust simple to comprehend . I clearly understood my options and could rely on her guidance to make decisions. I appreciate that she makes herself available to answer questions even after the trust was completed.
Posted by Keri | December 15, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Absolute Saint
During a very challenging time we hired Holly to help us handle several Trusts and an Estate in California. Holly is unbelievable! She is so patient , kind and calm. It's been two years and she has been a consummate professional through the whole process. Due to the extreme nature of the work involved she even gave us her personal cell so we could constantly communicate whether she was at work or not. Holly really makes us feel like family. Absolutely no question in my mind...hire her!
Read less
Posted by Charles | April 22, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Wonderful Experience
My wife and thoroughly researched and spoke with various attorneys prior to selecting Holly’s firm to handle our estate planning. We spoke multiple times and communicated via emails even prior to her knowing if we would ultimately select her firm to represent us. During that time Holly was very patient and professional in answering any and all questions we had. Holly’s willingness to assist us was amazing and we ultimately hired her firm. Once we met Holly in person (we reside almost 95 miles from her place of business and the drive was well worth ir) we found her office and colleagues to be very professional and courteous. Holly’s patience in thoroughly going over our trust and answering any and all questions only further proved we made the right choice in selecting her to represent us. Thanks Holly for a wonderful and painless experience.
Read less
Posted by Pian | June 29, 2015
Excellent Living Trust Attorney
Our Financial Adviser referred my husband and I to Holly when we needed to start our estate planning. We were so glad that we went to her! Holly was extremely efficient and knowledgeable. She made sure to explain everything clearly and professionally. She made us feel comfortable with the process and replied to our questions promptly. We highly recommend her!
Read less
Posted by Tom | June 26, 2015
Planning for the future - Living Trust
Thinking about the what if is scary. My wife and I been talking about settng a living trust for the past year. Holly is very thorough and answer all of our questions on living trust. Her step by step approach during the setup process is helpful.
Posted by Ryan | June 24, 2015
Highly Recommended
Holly is an extremely knowledgeable and professional estate planning attorney. My wife and I recently had our first child, so after putting off getting a trust for too long, I asked Holly to help. She explained the benefits of having a trust and made the process of setting up the estate plan an easy one. After working with Holly, I would highly recommend her for your estate planning needs.
Read less
Posted by Danielle | June 9, 2015
Highly Recommend Holly Nabiey - Trust Attorney
Holly Nabiey is extremely knowedgeable about family trusts, which is why I chose her as my attorney. I have been impressed with her professionalism, ability to explain legal jargon in a concise easy to understand manner, and timely execution of drafting legal paperwork. She kept me in the loop throughout the process and delivered the trust well before the date promised. She sat and explained each page with me and made sure I was happy and had a full understanding of the legal documents pertaining to my trust. Holly even followed up with me after the fact to make sure I had changed the legal name of my assets to make the trust current and valid. I highly recommend working with Holly. She has a good heart and puts her clients interests before anything else.
Read less
Posted by Roy | May 22, 2015
Excellent Living Trust Attorney
I met with Holly earlier this year to discuss creating an estate plan for my family. My children are both minors and I was mainly concerned with making sure they were taken care of if something should happen to me. I put it off for a long time thinking it would be a difficult process, but Holly made it so easy. She helped me to create a living trust, with a will and powers of attorney. There were many things to think about, but she helped me with every decision that I had to make. Holly is extremely professional, smart and simply great at what she does. Extremely personable. She returned every call promptly and was very responsive with emails, which worked well for me. I'm a physician and my schedule is difficult to work around, but she was also very accommodating in that regard. I have already recommended a handful of friends and family members to her. It was a true pleasure working with Holly.
Read less
Posted by Neli | January 20, 2014
Pleasure to Work With - Great Experience - Excellent Trust Attorney in Orange County
Our attorney, Ms. Holly Nabiey, set up our family trust and estate plan and we were very pleased with the process from start to finish. She explained everything so well and was delightful to work with. We had put it off for so long, thinking our family situation would be too complicated to work with, but she was able to explain everything in simple and understandable terms. This was very important for us as we had once before met with an attorney who we felt was impatient and did not address our concerns thoroughly. Ms. Nabiey brought many issues to light, and used examples to explain everything, and guided us in making decisions that we had not ever before contemplated. Above all, her personality is a pleasure and her level of knowledge in the field was very comforting for us. I recommend her time and again.
Read less
Posted by Kimberly | February 11, 2013
Professional and Welcoming Enviornment
I met with Holly Nabiey from James F. Roberts & Associates to handle my Estate Planning. She is very welcoming, trustworthy, and professional. She made me feel very comfortable with every aspect of the estate planning process. She is very knowledgeable of the tasks I was looking to fulfill and has made herself available via telephone and email to answer any questions I have had. I feel very good about my decision to work with Holly and her firm. I look forward to working with Holly on any future proceedings.
Read less
Posted by Lou | February 7, 2013
Lawyer Review
Holly connected very well with me... very personable. Asked questions, and answered mine thoroughly, completely. Was direct, clear.
View less reviews

Cost

Rates
  • Free Consultation 30 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Associate Attorney
  • James F. Roberts & Associates, APC
  • 2011 - Present

Education

  • Loyola Law School, Loyola Marymount University
  • JD - Juris Doctor
  • 2010
  • Univ of California at Los Angeles
  • BA - Bachelor of Arts
  • 2006

Sample of Legal Cases

  • Petition to Modify Irrevocable Trust
  • Granted
  • Petition to Collapse B Trust
  • Granted
  • Petition to Determine Title to Real Property (Heggstad Petition)
  • Approved
View all legal cases

Associations

  • WealthCounsel LLC
  • Member
  • 2014 - Present
  • Orange County Bar Association
  • Member
  • 2013 - Present
  • Orange County Bar Association, Trusts and Estates Section
  • Member
  • 2013 - Present
  • State Bar of California, Trusts and Estates Section
  • Member
  • 2012 - Present
View all associations

Languages Spoken

  • English
  • Farsi
  • Spanish

Honors and Awards

  • Rising Star
  • Superlawyers
  • 2020
  • Rising Star
  • SuperLawyers
  • 2019
  • Rising Star
  • SuperLawyers
  • 2018
  • Rising Star
  • SuperLawers
  • 2017
  • Client's Choice Award
  • Avvo
  • 2017
  • Certified Specialist in Estate Planning, Trust and Probate Law
  • State Bar of California - Certified Specialist
  • 2016
  • Clients' Choice Award
  • Avvo
  • 2015
View all awards

Publications

  • Word Association Publishers
  • Estate Planning Made Simple
  • 2014

Speaking Engagements

  • Planning You Can Trust
  • Navigating Through the Uncertainty
  • 2018
  • Trump Era 101
  • Estate Planning, Taxes and Financial Considerations in the New Administration
  • 2017
  • It's Your Estate
  • Estate Planning Basics - Title, Probate, Wills and Intestate Succession
  • 2017
View all speaking engagements

Attorney endorsements

Received (16)
Given (32)
Endorse Holly
Estate planning Attorney | Jan 05
Relationship: Fellow lawyer in community
"Holly is professional, knowledgeable, and gentle. She also has a special ability in reigning in emotionally turbulent situations and calming explosive personalities. I had the pleasure of working with Holly for many months. She loves what she does and it shows in her work product and in how she treats her clients."
Estate planning Attorney | Sep 01
Relationship: Fellow lawyer in community
"I have had the opportunity to confer with Ms. Nabiey on several estate planning matters. She always has the answer and is always willing to go that extra step for her clients. I strongly endorse her. If you need a trust, place your trust in Ms. Nabiey."
Estate planning Attorney | Jun 16
Relationship: Co-worker
"Holly Nabiey and I have worked together for 4 years and I have only remarkable things to say about her as an estate planning attorney but more importantly, her as a person. Holly is extremely professional, compassionate, personable, and hardworking. Holly is among the best at helping clients understand their estate planning options. She takes the time needed to ensure the plan fits each individual’s unique goals. Lastly, Holly is devoted to continuing legal education because she is always searching for more tools to better serve her clients. I hope you get a chance to meet her because I am sure you will be as impressed as I am. I strongly endorse Holly."
Estate planning Attorney | Jun 13
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jun 10
Relationship: Other
"I’ve referred several individuals to Holly for their living trust and estate planning needs. I have received great feedback from them. Holly is highly experienced, thorough, a pleasure to work with, and her fees are very reasonable. She is accessible to her clients and always returns calls and emails in a timely fashion. I give Holly my highest recommendation for all estate planning matters."
Estate planning Attorney | Apr 17
Relationship: Worked together on matter
"When thinking of Holly, the first word that comes to mind is: Professional. Holly and I have referred each other our clients in the past and have built a working relationship in which we trust each other to provide competent representation for our own clients in a practice area outside of our respective focuses. I am very happy to have found a counterpart like Holly in the Orange County legal marketplace."
Estate planning Attorney | Apr 07
Relationship: Fellow lawyer in community
"Holly Nabiey is an excellent Estate Planning Attorney. I have referred several of my client to her. She is always diligent, and very knowledgeable and competent in her field."
Estate planning Attorney | Dec 03
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jun 10
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Mar 20
Relationship: Fellow lawyer in community
"Holly is an outstanding attorney, who provides her clients with an exceptional work product, personalized service and the ability to explain very complex Estate Planning principles in a straightforward and understandable manner. Holly strongly emphasizes client satisfaction and her ratings and endorsements typify her professionalism and dedication to the law."
Estate planning Attorney | Feb 12
Relationship: Fellow lawyer in community
"Holly assists her clients with the most important planning of their lives. She brings her talent, judgment & professionalism to the task. She is a credit to the legal profession. We need more like her."
Estate planning Attorney | Jan 24
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jan 24
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Unknown Attorney | Dec 17
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Wills and living wills Attorney | Jun 26
Relationship: Fellow lawyer in community
"Holly is an exceptional, intelligent and trustworthy attorney in the field of will, trusts and estates. She has a vast knowledge of all aspects of estate planning and trusts and will endeavor to find the best solution to protect her clients' interests. She is aggressive, passionate, savvy and a great problem solver and always puts her client's interests and concerns first regardless of the situation. I have recommended her as an attorney in this field to several of my colleagues and have confidently sent her referrals who were extremely pleased with her work and professionalism. I have referred her my own family members which is a true testament to my belief in her abilities, knowledge and professionalism."
Estate planning Attorney | Jan 27
Relationship: Fellow lawyer in community
"I highly recommend and refer my clientsto Ms. Nabiey for any legsl matters relating to estate planning, wills, and trusts."
View more endorsements
Estate planning
Estate planning
Personal injury
Immigration
Estate planning
Estate planning
Bankruptcy and debt
Admiralty and maritime
Litigation
Intellectual property
Litigation